SECURE act Archives - Clarity Legal Group®

Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

This post is part of our continuing series on beneficiary designations for retirement accounts after the Secure Act. As you may know, the … [Read more...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

Beneficiary Designations and the SECURE Act: Prior Designations

This is the second in a series of blog posts from my friend Steve Hartnett, Director of Education for the American Academy of Estate … [Read more...] about Beneficiary Designations and the SECURE Act: Prior Designations

Beneficiary Designations and the SECURE Act Basics

Anyone who has worked with Clarity Legal Group has heard us say that estate planning is just as much about how your organize what you own as … [Read more...] about Beneficiary Designations and the SECURE Act Basics

New Tax Proposal re: Retirement Savings

There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings … [Read more...] about New Tax Proposal re: Retirement Savings

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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